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D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

QBTS is drawing attention amid a steep selloff and persistent weakness across quantum-computing stocks, with traders debating high valuations, cash burn and the long road to commercial profitability, as well as competition from AI and classical computing. Some see the decline as a buying opportunity and point to D-Waves partnerships and customer deployments, while others remain skeptical that near-term business progress can support the sectors valuations.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxon is drawing attention after its quarterly earnings topped expectations, with strong refining results and elevated fuel marginsattributed by traders to war-related supply disruptionssupporting a positive reaction. Some remain cautious, pointing to weaker upstream results, put-heavy options flow and a stock move they consider modest relative to the earnings beat.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Attention centers on Charters upcoming earnings and whether it can arrest broadband subscriber losses amid fiber, fixed-wireless and satellite competition, while managing its substantial debt. Bulls point to the depressed valuation, mobile growth and potential cash-flow recovery; bears see ongoing customer losses and weak fundamentals as reasons for continued caution.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

BROS is drawing attention after a steep selloff and repeated 52-week lows, with traders debating whether the decline reflects valuation pressure and broader consumer-sector weakness or concerns about affordability, growth, costs, and competition. Bulls view the shares as oversold and are adding on the dip, while bears see further downside risk; the upcoming earnings report is a key test of the growth outlook.

Mineralys Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing medicines to target diseases driven by abnormally elevated aldosterone. Its clinical-stage product candidate, lorundrostat, is a proprietary, orally administered, highly selective aldosterone synthase inhibitor that are initially developing for the treatment of cardiorenal conditions affected by abnormally elevated aldosterone, including hypertension and chronic kidney disease. The company was founded by Brian Taylor Slingsby on May 31, 2019 and is headquartered in Radnor, PA.

Mineralys Therapeutics Inc

AstraZenecas report of modest Baxfendy sales is weighing on MLYS, sharpening concerns about demand and the commercial ramp for drugs in the hypertension drug class. Some traders see the launch as too early to judge because insurance coverage is still developing, while others worry the figures undermine sales expectations for lorundrostat.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to fresh 52-week highs has drawn attention as traders position ahead of an expected Q3 report and watch BRIUMVIs commercial ramp. Buyout and short-squeeze speculation is prominent, though others see the move as momentum into earnings rather than evidence of a deal.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazilian political risk is driving NUs sharp selloff alongside other Brazil-linked stocks after Lulas election win, with traders debating whether concerns over policy and the investment climate justify the repricing. Many view the drop as an overreaction because Nus business and fundamentals have not materially changed, while others warn that Brazil exposure remains a significant risk.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON is drawing attention amid weakness in analog and auto-focused semiconductor stocks, while traders debate whether its AI/data-center exposure can offset softer automotive and industrial demand. Some see the pullback as a buying opportunity; others remain cautious about the stocks exposure to cyclical markets and the broader market decline.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas quarterly earnings shortfall and reduced full-year outlook have put fuel-cost pressure at the center of the discussion, despite resilient travel demand and higher revenue. Traders are split between viewing premium demand and fare increases as offsets and worrying that elevated fuel and operating costs will keep squeezing margins.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canadas earnings and outlook are driving the discussion, with traders focused on elevated jet-fuel costs and reduced guidance as the shares fall. Some see strong revenue, resilient demand, buybacks and Aeroplans value as support, while others worry fuel pressure will weigh on profitability.

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1 Unstoppable ETF I'm Buying and Holding for Decades -- Even if the Stock Market Crashes

Key PointsThe Vanguard Morningstar Growth ETF (VUG) has produced one of the best track records over the past two decades...

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Key PointsThe Vanguard Morningstar Growth ETF mimics the Morningstar U.S. Large Cap Growth index, which holds 134 of America's most valuable growth stocks...

GLW Stock Gains As Corning Tops Q3 Earnings Estimates — Company Targets $40B Annualized Sales Run Rate By 2030

Equity

Corning's generative AI product sales more than doubled in the fiscal third quarter, while management reiterated its goal of reaching a $40 billion annualized sales run rate by 2030.

Vanguard's Growth ETF Usually Beats the Market After a Lagging Year. I'd Own It, but Not for a 2027 Rebound.

Key PointsThe Vanguard Morningstar Growth ETF has risen around 7% so far this year, versus about 11% for the S&P 500...

Vanguard Morningstar Growth ETF vs. Vanguard Information Technology ETF: Here's Which One I Believe Is the Clear Long-Term Winner.

Key PointsNvidia, Apple, and Microsoft are the leading positions in each of these ETFs...

Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data

The results come as Lilly continues to test Sofe-M in different types of ovarian cancer, with multiple Phase 3 trials now underway.

Meta's Muse AI Momentum Wins Over Analysts — But $140B Spending Outlook Raises Funding Questions

UBS, Citi and Barclays see upside from Meta's emerging AI products, while Wells Fargo, Piper Sandler and TD Cowen flag mounting investment costs and financing uncertainty.

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Key PointsThe Vanguard Morningstar Growth ETF (VUG) has averaged 11% annual returns since its January 2004 inception...

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Which Growth-Focused ETF is the Better Fit? Vanguard Morningstar Growth (VUG) or SPDR Small Cap Growth ETF (SLYG)?

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Vanguard Index Funds - Vanguard Morningstar Growth ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Corning's Optical Communications business recorded a 44% year-over-year increase in sales to $2.38 billion.</li><li>The company forecast fourth-quarter core EPS of $0.96 to $1.00, above the Street's $0.93 estimate, alongside core sales of $5.2 billion to $5.3 billion.</li><li>Corning has "steadily added capacity, backed by long-term customer agreements that share the cost and risk of expansions,” said CFO Ed Schlesinger.</li></ul><p>Corning Inc. (GLW) shares were in focus on Tuesday after the company reported better-than-expected third-quarter earnings and sales, driven by strong demand for artificial intelligence infrastructure, and issued a fourth-quarter profit outlook above the Street forecasts.</p><p>Corning reported third-quarter (Q3) core earnings per share (EPS) of $0.91, beating the $0.88 analyst consensus. Core sales rose 19% year over year to $5.08 billion, ahead of Koyfin's adjusted sales estimate of $5.03 billion.&nbsp;</p><p>Corning’s core operating margin expanded 310 basis points to 22.7%, while adjusted free cash flow reached $661 million. At the time of this writing, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://Discussing financing risks across the AI industry, Weeks told CNBC that the majority of Corning's revenue is directed toward major hyperscalers, which he said have strong balance sheets and are increasing capital investments. &quot;I have very little exposure at this moment to the neo clouds,&quot; he said. Weeks also said, &quot;I'm quite bullish on AI demand over the long term,&quot; while acknowledging that there will be volatility.">GLW stock</a> was up more than 2% and among the top-trending tickers on Stocktwits.&nbsp;</p><h2 class="st-heading-2">AI Demand Powers Growth For Corning</h2><p>Corning's Optical Communications business recorded a 44% year-over-year increase in sales to $2.38 billion, supported by 84% growth in Enterprise Networks. Generative AI product sales more than doubled year over year.</p><p>The company's solar business also recorded 37% sales growth, although production ramped up more slowly than anticipated. Corning has "steadily added capacity, backed by long-term customer agreements that share the cost and risk of expansions,” said Executive Vice President and Chief Financial Officer (CFO) Ed Schlesinger.</p><h2 class="st-heading-2">Corning Secures Four Multibillion-Dollar Deals</h2><p>Corning secured four long-term, multibillion-dollar customer agreements during the quarter, including deals with Verizon (<a href="https://stocktwits.com/symbol/VZ">VZ</a>) and AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>).</p><p>Speaking on CNBC's Squawk Box Tuesday, CEO Wendell P. Weeks said the agreements involve sharing technology development plans and roadmaps with customers, as well as sharing the risks and rewards of helping them achieve their goals.</p><p>Asked about the possibility of another telecom bubble similar to the early 2000s, Weeks explained that Corning often asks customers for upfront cash to help fund manufacturing capacity expansions.</p><p>He said Corning returns that cash through the profit stream generated when it delivers products to customers, adding that the company is deliberately maintaining a conservative financial profile.</p><h2 class="st-heading-2">Weeks On AI Demand And Financing Risks</h2><p>Discussing financing risks across the AI industry, Weeks told CNBC that the majority of Corning's revenue is directed toward major hyperscalers, which he said have strong balance sheets and are increasing capital investments.</p><p>"I have very little exposure at this moment to the neo clouds," he said. Weeks also said, "I'm quite bullish on AI demand over the long term," while acknowledging that there will be volatility.</p><h2 class="st-heading-2">Corning Targets $40B Annualized Sales Run Rate By 2030</h2><p>Corning expects fourth-quarter core EPS of $0.96 to $1.00, representing approximately 36% year-over-year growth. Core sales are projected at $5.2 billion to $5.3 billion, compared with the $5.21 billion consensus.</p><p>Under its internal Springboard plan, Corning is targeting annualized sales run rates of $20 billion by the end of 2026, $30 billion by 2028 and $40 billion by 2030.&nbsp;</p><p>Weeks reiterated on CNBC that the company expects EPS to grow faster than sales while improving its free cash flow and financial profile.</p><h2 class="st-heading-2">What Retail Thinks About <a class="mention" data-mention="$GLW" data-symbol-id="GLW" href="https://stocktwits.com/symbol/GLW" target="_blank">GLW Stock</a></h2><p>On Stocktwits, retail investors’ sentiment around GLW stock improved to ‘neutral’ from ‘bearish’ a day ago.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_27_180535_9080ae10b0.png" alt="Screenshot 2026-10-27 180535.png" width="807" height="421"><figcaption>GLW stock retail sentiment on October 27, as of 08:30 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, GLW shares have surged nearly 41%. By comparison, the Vanguard Morningstar Growth ETF (<a href="https://stocktwits.com/symbol/VUG">VUG</a>), which holds the stock, has risen over 8% during this period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/broadcom-upgraded-by-da-davidson-after-anthropic-ipo-filing-analyst-says-ai-cycle-isn-t-over-quite-yet/cZUeEp0RBCI"><strong>Broadcom Upgraded By DA Davidson After Anthropic IPO Filing — Analyst Says AI Cycle ‘Isn't Over Quite Yet’</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Corning Inc. corporate headquarters. (Photo by John Greim/LightRocket via Getty Images)

Corning Inc. (GLW) shares were in focus on Tuesday after the company reported better-than-expected third-quarter earnings and sales, driven by strong demand for artificial intelligence infrastructure, and issued a fourth-quarter profit outlook above the S

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